Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.7K Hold
324
﹤0.01% 435
2025
Q1
$44.3K Hold
324
﹤0.01% 410
2024
Q4
$49.5K Sell
324
-6
-2% -$918 ﹤0.01% 403
2024
Q3
$64K Hold
330
﹤0.01% 355
2024
Q2
$76.5K Buy
330
+6
+2% +$1.39K 0.01% 330
2024
Q1
$69.9K Sell
324
-15
-4% -$3.23K 0.01% 332
2023
Q4
$87.7K Sell
339
-1
-0.3% -$259 0.01% 311
2023
Q3
$87.4K Sell
340
-37
-10% -$9.51K 0.01% 306
2023
Q2
$107K Hold
377
0.01% 277
2023
Q1
$105K Buy
377
+120
+47% +$33.4K 0.01% 277
2022
Q4
$71.2K Buy
257
+4
+2% +$1.11K 0.01% 311
2022
Q3
$68K Hold
253
0.01% 304
2022
Q2
$52K Sell
253
-6
-2% -$1.23K 0.01% 312
2022
Q1
$55K Buy
+259
New +$55K 0.01% 314
2021
Q4
Sell
-210
Closed -$59K 113
2021
Q3
$59K Buy
210
+6
+3% +$1.69K 0.01% 285
2021
Q2
$71K Buy
204
+19
+10% +$6.61K 0.01% 259
2021
Q1
$52K Hold
185
0.01% 266
2020
Q4
$45K Hold
185
0.01% 251
2020
Q3
$52K Hold
185
0.01% 235
2020
Q2
$49K Hold
185
0.01% 231
2020
Q1
$59K Hold
185
0.01% 217
2019
Q4
$55K Hold
185
0.01% 240
2019
Q3
$43K Hold
185
0.01% 252
2019
Q2
$43K Hold
185
0.01% 240
2019
Q1
$44K Hold
185
0.01% 230
2018
Q4
$56K Sell
185
-20
-10% -$6.05K 0.01% 205
2018
Q3
$72K Hold
205
0.01% 191
2018
Q2
$59K Sell
205
-3
-1% -$863 0.01% 200
2018
Q1
$57K Hold
208
0.01% 198
2017
Q4
$66K Hold
208
0.01% 199
2017
Q3
$65K Buy
208
+20
+11% +$6.25K 0.01% 200
2017
Q2
$51K Buy
188
+3
+2% +$814 0.01% 222
2017
Q1
$51K Hold
185
0.01% 228
2016
Q4
$52K Hold
185
0.01% 203
2016
Q3
$58K Hold
185
0.01% 191
2016
Q2
$45K Hold
185
0.01% 231
2016
Q1
$48K Hold
185
0.01% 192
2015
Q4
$57K Sell
185
-147
-44% -$45.3K 0.02% 165
2015
Q3
$97K Hold
332
0.02% 139
2015
Q2
$134K Hold
332
0.03% 119
2015
Q1
$140K Hold
332
0.03% 117
2014
Q4
$113K Sell
332
-55
-14% -$18.7K 0.03% 128
2014
Q3
$118K Hold
387
0.03% 129
2014
Q2
$118K Sell
387
-46
-11% -$14K 0.04% 126
2014
Q1
$132K Hold
433
0.04% 118
2013
Q4
$132K Buy
433
+33
+8% +$10.1K 0.05% 110
2013
Q3
$122K Hold
400
0.07% 115
2013
Q2
$122K Buy
+400
New +$122K 0.07% 106